What are the responsibilities and job description for the J.P. Morgan Wealth Management – Private Client Investment Associate Program Manager position at JPMorgan Chase?
The JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing, J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.
As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives
Job Responsibilities:
- Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.
- Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.
- Spearhead projects that drive significant organizational change and impact across various business functions.
- Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
- Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.
Required Qualifications, Capabilities, and Skills:
- Strong communication skills with the ability to influence stakeholders at multiple levels.
- Innovative thinker with a track record of executing ideas.
- Proven ability to build and retain high-performing teams.
- Ability to motivate and empower others, fostering a climate of excellence.
- Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
- Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
- Valid and active Series 7
- Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
- Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
- Travel required 50% of the time.
Preferred qualifications, capabilities and skills:
- Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.